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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,667 | $27,943-94.0% | $58,507-97.2% | $75,177-97.8% |
| Participation rate | 48.3% | 38.8%+9.4pp | 50.9%-2.6pp | 67.2%-18.9pp |
| Annual return | 34.65% | 44.22%-9.6pp | 4252.32%-4217.7pp | 160.75%-126.1pp |
| Employer contribution / active EE | $136 | $670-79.7% | $1,053-87.1% | $2,671-94.9% |
| Participant deferral / active EE | $537 | $1,202-55.4% | $1,922-72.1% | $4,126-87.0% |
| Admin fee / account holder | $92 | $1,727-94.7% | $2,486-96.3% | $5,651-98.4% |